Wealth Planner

Company Description

NextGen is a progressive insurance company dedicated to providing superior insurance solutions through collaboration with dynamic agencies. Guided by a vision to be the best agency group, NextGen prioritizes exceptional customer service and innovative offerings. The company is committed to empowering clients to achieve a better life and its associates to build promising futures. At NextGen, a culture of teamwork, communication, respect, accountability, integrity, and professionalism is embraced.

Role Description

This is a full-time hybrid role for a Wealth Planner based in WP. Kuala Lumpur, with opportunities to work from home. The Wealth Planner will handle day-to-day tasks such as creating tailored financial plans, managing investments, identifying insurance needs, and providing clients with comprehensive financial and insurance strategies to help them achieve their goals. The role involves building and maintaining long-term client relation...